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Building 2ALLEN WEALTH MANAGEMENT, LLC

Map pinBOONE, NC
Phone828-268-9693
NotebookSEC #801-64431
Total AUM
$664.3M
Employees
7
Clients
1,108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 HIGHWAY 105
BOONE
NC 28607
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
828-268-9693

ReceiptFinancials

Total AUM
$664.3M
Accounts
2,725
Discretionary
$523.4M
Accounts
2,260
Non-Discretionary
$140.9M
Accounts
465

ContactClients

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Individual Clients
900
AUM
$214M
HNW Individual Clients
199
AUM
$445.5M
Charitable Organization Clients
9
AUM
$4.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMSNCNEOHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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